When the Fed Fights the Market: Who Wins?

How to Predict What Happens When the Fed Cuts or Hikes Against the Trend

When the Fed Fights the Market: Who Wins?

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Most Recent Macro Research:

All of the major pieces for WHERE we are can be found here:

• Liquidity Tides and Strategic Positioning in Bitcoin and Gold (IMPORTANT ONE)

• Observations Of The Credit Cycle Moving Into FOMC

• Strategic Positioning: Rates, Curves, Currencies

• The Credit Cycle Is Built on the Consumer—and Will End With Them

• A Word Of Caution Amidst The Melt Up

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The Stock Bond Correlation and Positioning: